Plancorp LLC’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Buy |
11,873
+1,082
| +10% | +$298K | 0.11% | 75 |
|
|
2025
Q1 | $1.81M | Buy |
10,791
+2,598
| +32% | +$435K | 0.07% | 106 |
|
|
2024
Q4 | $1.9M | Buy |
8,193
+1,430
| +21% | +$332K | 0.08% | 92 |
|
|
2024
Q3 | $1.17M | Buy |
6,763
+253
| +4% | +$43.6K | 0.05% | 116 |
|
|
2024
Q2 | $1.05M | Buy |
6,510
+670
| +11% | +$108K | 0.05% | 116 |
|
|
2024
Q1 | $774K | Buy |
5,840
+1,370
| +31% | +$182K | 0.03% | 143 |
|
|
2023
Q4 | $499K | Buy |
4,470
+1,380
| +45% | +$154K | 0.02% | 159 |
|
|
2023
Q3 | $257K | Buy |
3,090
+650
| +27% | +$54K | 0.01% | 216 |
|
|
2023
Q2 | $212K | Buy |
+2,440
| New | +$212K | 0.01% | 232 |
|